Wealth Management Office Manager - Roswell, GA

Position: Wealth Management Office ManagerFirm: Park Square Financial GroupLocation: Roswell, GAOverview: Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.Park Square Financial Group, located in Roswell, GA, is hiring a full-time Wealth Management Office Manager. The ideal candidate will be client facing, a self-starter, tech savvy, and enthusiastic team player who can oversee and optimize daily office operations. We offer a supportive work environment, competitive compensation, and excellent opportunities for both professional and personal growth—perfect for a self-motivated go-getter!What you’ll do:Maintain weekly scorecard metrics for the firm and update weekly KPI’sCoordinate internal communications, calendars, and daily support to AdvisorsOwn and update L10 meeting preparation, follow-up, and issue trackingServe as the primary POC for scheduling, client meeting prep, and client service workflowPrepare client reports, packets, confirm appointments and set up for meetingsProcess client service requests including beneficiary changes, address updates, and formsAssist with onboarding new team membersPreparing training guides and updating SOP’sManage incoming/outgoing mail, supplies and schedulingAssist with filing compliance documentationSupport and troubleshoot CRM and other platforms What We’re Looking For:3+ years’ experience in Office or Operations ManagementPrevious experience in financial industry preferredProficient MS Office softwarePrevious CRM experience (Orion, Wealthbox or equivalent)Experience with Schwab and Fidelity custodial platformsProfessional and warm client presenceAbility to work with minimal supervisionBonus Points: Bachelor’s degree preferred or equivalent work experienceSeries 65 license preferred or willing to obtainWhat You’ll Get: Pay & Perks:Competitive salaryHealthDental401kPTO Schedule: Onsite: Monday – Friday, 9am – 5pmOccasional evening client eventsPresented by Advisor Talent SolutionsAdvisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.Learn more about our approach and services at advisortalentsolutions.com